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Our Cresset Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Showing 65–80 of 319 results
Karla Campbell

Karla Campbell, CPA

Managing Director, Head of Finance and Accounting
Noel Campbell, CFP®, CEPA

Noel Campbell, CFP®, CEPA

Managing Director, Wealth Advisor
Leslie Cannon

Leslie Cannon, CFP®

Associate Director, Private Wealth Client Services
Jon Marc Carrier

Jon Marc Carrier

Director, Business Management
Kathleen Cassidy

Kathleen Cassidy

Director, Strategic Events & Client Experience
Beth Kytle Chandler

Beth Kytle Chandler

Managing Director, Wealth Advisor
Michelle Chapin

Michelle Chapin

Managing Director, Wealth Strategy
Steve Ching

Steve Ching

Managing Director, Investments
Tom Christman

Tom Christman

Managing Director, Talent Acquisition
Brett Cloe

Brett Cloe, CFP®

Associate Director, Wealth Advisor
Rachel Clore

Rachel Clore

Associate Director, Private Wealth Client Services
Teresa Cooper

Teresa Cooper

Director, Private Wealth Client Services
Jack Crampton

Jack Crampton, CFP®

Director, Wealth Advisor
Wesley Crane

Wesley Crane

Managing Director
Lewis Crosby

Lewis Crosby

Associate, Wealth Advisor
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor